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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Brent Forrest & Associates LLC
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|---|---|
| CRD # | 126266 |
| SEC # | 801-72638 |
| CIK # | |
| AUM | $525.9 M (2025-07-24) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 210-530-9599 |
| Address | 366 W Sunset Rd San Antonio, TX 78209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 91.4 |
| (b) Individuals (high net worth individuals) | 150 | 434.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,408 | 525.9 |
| By Discretionary | ||
| Discretionary | 1,408 | 525.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,408 | 525.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.9 | |
| Total | 1,408 | 525.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
von Borstel & Associates Inc
✚
|
OR | 0.6 |
|
Matthew Goff Investment Advisor LLC
✚
|
TX | 0.6 |
|
Brogan Financial Inc
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|
TN | 0.5 |
|
Reliant Wealth Planning LLC
✚
|
KY | 0.5 |
|
Cardinal Strategic Wealth Guidance LLC
✚
|
KY | 0.5 |
|
Sequoia Wealth Management LLC
✚
|
IL | 0.5 |
|
Beck Capital Management LLC
✚
|
TX | 0.5 |
|
Marketriders Inc
✚
|
MO | 0.5 |
|
The GenWealth Group Inc
✚
|
NJ | 0.5 |
|
Benedict Financial Advisors Inc
✚
|
GA | 0.5 |